+75.5%
OSCR vs BHP
+65.8%
+9.7%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.5% | +2.5% | +0.6% |
| 7D | +5.8% | -5.0% | +10.8% | +7.1% |
| 30D | +7.1% | +1.2% | +5.9% | +6.7% |
| 3M | +36.7% | +1.8% | +34.8% | +35.5% |
| 6M | +114.3% | +18.0% | +96.3% | +97.9% |
| YTD | +124.4% | +52.7% | +71.7% | +94.1% |
| 1Y | +75.5% | +66.0% | +9.5% | +45.8% |
| All | +75.5% | +65.8% | +9.7% | +45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BHP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling